Principle Wealth Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $826K | Buy |
4,792
+29
| +0.6% | +$5K | 0.05% | 177 |
|
|
2025
Q1 | $1.05M | Hold |
4,763
| – | – | 0.08% | 156 |
|
|
2024
Q4 | $978K | Hold |
4,763
| – | – | 0.07% | 158 |
|
|
2024
Q3 | $856K | Hold |
4,763
| – | – | 0.06% | 169 |
|
|
2024
Q2 | $710K | Sell |
4,763
-180
| -4% | -$26.8K | 0.05% | 182 |
|
|
2024
Q1 | $790K | Sell |
4,943
-20
| -0.4% | -$3.2K | 0.06% | 176 |
|
|
2023
Q4 | $659K | Hold |
4,963
| – | – | 0.06% | 184 |
|
|
2023
Q3 | $561K | Hold |
4,963
| – | – | 0.06% | 188 |
|
|
2023
Q2 | $626K | Sell |
4,963
-37
| -0.7% | -$4.67K | 0.06% | 176 |
|
|
2023
Q1 | $565K | Sell |
5,000
-125
| -2% | -$14.1K | 0.06% | 181 |
|
|
2022
Q4 | $518K | Buy |
5,125
+225
| +5% | +$22.7K | 0.06% | 183 |
|
|
2022
Q3 | $458 | Buy |
4,900
+1,300
| +36% | +$122 | 0.04% | 188 |
|
|
2022
Q2 | $320K | Sell |
3,600
-410
| -10% | -$36.4K | 0.04% | 235 |
|
|
2022
Q1 | $407K | Hold |
4,010
| – | – | 0.04% | 223 |
|
|
2021
Q4 | $416K | Hold |
4,010
| – | – | 0.04% | 226 |
|
|
2021
Q3 | $435K | Hold |
4,010
| – | – | 0.05% | 213 |
|
|
2021
Q2 | $429K | Hold |
4,010
| – | – | 0.05% | 216 |
|
|
2021
Q1 | $477K | Sell |
4,010
-150
| -4% | -$17.8K | 0.06% | 197 |
|
|
2020
Q4 | $474K | Buy |
4,160
+2,160
| +108% | +$246K | 0.06% | 183 |
|
|
2020
Q3 | $206K | Hold |
2,000
| – | – | 0.06% | 144 |
|
|
2020
Q2 | $195K | Buy |
+2,000
| New | +$195K | 0.06% | 148 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$231K | – | 149 |
|
|
2019
Q4 | $231K | Hold |
2,000
| – | – | 0.07% | 151 |
|
|
2019
Q3 | $207K | Buy |
+2,000
| New | +$207K | 0.07% | 158 |
|